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User Form creation support in EXCEL

  1. #1
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    Lightbulb User Form creation support in EXCEL

    Hi,

    I have a data in which device movement will be tracked, I wanted your support in creating a user form code for the same. The details are as follow.
    There is a data for 30+ columns for 27 centres, each centre will be managed by different employee, we will be giving them a user and password, if the user name and password matches then only that centre data should be visible to edit in the user form. You may see in the screen shotSections Screen Shot.png. There are 3 sections I have made for better understanding,
    Section 1:
    This will contain the user name and password and location all thee should match, if these are matching then data should be appear in “Live inventory or with me devices” box in section 2. IF "Device Actual Status" column contains "In Transit" and "Currently used centre" contains that particular centre name the device ID should appear in “Device sent to me from others and to be acknowledged by me” box in section 3 only of that particular centre which is available in excel already. Here the live inventory means the same location in column A and sent to me mean the last column location (For these column A is different and Column AC is different.
    If the user name and password not matching then error should be occurred and workbook should close.

    Section 2:
    While section A meets its criteria then live inventory tab should contain data. If the executive wanted to modify any data he should click on those particular record, as and when he click on the record further details of those records should be automatically appear in required columns given there.

    Section 3:
    Here the data is whoever sends me the devices for my project use from his centre will be considered as sent to me devices, for example, if column A is Bangalore that means Bangalore person having the device 1 and he is sending that to me for my project use to Mumbai. And he will update my centre name as Mumbai in last column “Currently used centre”, hence whoever is sending me the devices from their centre should be appear in my “Device sent to me from others and to be acknowledged by me” box, as and when I receive these devices via courier I will acknowledge these and add them in my live inventory, so here whatever the devices are available I will select them and click on “Acknowledge device” tab and it should move to my live inventory, when this process done these devices should be moved from section 3 to section 2, and also these devices should only have the data in only two columns 1. Device ID and 2. Manufacturing ID, and also once this is acknowledged the entry should be removed from the sender list as well.


    Access rights
    Admin – Should have the complete rights when they use India as Location with their name and password accordingly and also can view all sheets.
    Team Lead: Should have the executives rights with New Entry making rights (here the new entry means these are not at all there in excel already and newly purchased devices. This person can view main data and pivot sheet and not backup sheet.
    Executive: should only have the right to update the details as and when they update the correct password, these should not have the new entry making rights(only editing). Apart from Admin nobody should be able to change the data via main sheet they should change the same by using the user form only.
    I have created a few columns in user form which can be seen in the drive I am here by sharing the link

    https://drive.google.com/open?id=0B-...kNxWXJZUWRFTGs
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: User Form creation support in EXCEL

    You seem to be asking for much more than just support with creating a user form here. This is a big project - have you considered using the commercial services section, where you would be able to offer some financial incentive?
    Ali


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    Re: User Form creation support in EXCEL

    Well,
    what you are really asking is an entire application to be built for you.
    There are many sites that can help and have sample files but the question is how much vba knowledge do you yourself have to create a basic vba code for this.
    Once somebody writes this you will have to maintain it an be able to modify it yourself unless you decide to hire someone to write and maintain it for you.
    There are many sites that have many tips and ides, I'll list some for you.
    http://www.cpearson.com/Excel/Topic.aspx
    https://sites.google.com/site/beyondexcel/home
    https://www.teachexcel.com/excel-tutorial/
    http://www.rondebruin.nl/search.htm here you type userform as search criteria

    I'll read the word file and see if I can put you on the right track, the userform you created you have hardcoded many things but this is not the best way, if you do you will always have to edit the code if items get added or removed.

    I'll let you know what I can do to help you on the way.
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    Re: User Form creation support in EXCEL

    I agree for 200% with AliGW

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    Re: User Form creation support in EXCEL

    Hi There,

    Sorry if i have asked more than what i supposed to expect
    I can create or modify a code however not sure on 2 points, and hence asked support,
    1. I have a column in which centre name will be updated(Bangalore, Delhi, Sri Lanka, USA, Australia.etc.) and in another column the device ID, when the password match how to get the ID only for the selected centre in section 2 as said earlier
    2. Giving the access rights to specific peoples

    Also help me in updating error report if “Device actual status” Updated as “In Transit”, then “Currently used centre” and “Device Location” column should not be same
    second error.png
    Praveen Ankolekar
    Bengaluru

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    Re: User Form creation support in EXCEL

    Hi Praveen, I understood your question but looking at you file I can only tell you that it is not just a do this, do that issue, but I will try to explain some of it:
    You have several named ranges which you use to fill the corresponding listboxes and comboboxes.

    Section 1
    You should have a short list of Unique Location names, I checked and extracted that list form the user table you have

    You should only populate Location with this small list of UNIQUE names
    Then after a location is clicked / selected you must trigger a routine to only list the user names of those working at that location. That user enters his or her password and after that you need a macro to lookup that person's name and check if the password complies and then return a true if the password is correct and then the user rights can be stored in a variable.

    All other actions must be tested with an If Expert Admin or whatever to see if that item may be shown or accessed.

    All these actions you should write in UDF (User defined Functions)

    I do not know how far your VBA knowledge goes but this is something that will require quite some more than basic knowledge and of course somebody who understands the whole process.
    You Word attachments explains the section and so but then, a lot of programming is required.

    I would personally set the different sections in Frames and only have these become visible once the user is authenticated and then only to those items that come with the allocated access rights.

    I hope that I have able to explain myself a little to you.

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    Re: User Form creation support in EXCEL

    It is a pity that you do not react to what has been written, but, anyway.
    This is it for starters.
    You may build from here.
    All this does is show you the userform, you select a location, the Name and enter the password. If the combination is correct then Frame1 (Section2) and Frame3 (Section 3) will become enabled and the list will be filled.
    That is all I have done for now.
    To close the form press the Close button to clear the press the Unload.

    This already took 2-3 hours so if you want somebody to build an application for you , you must employ somebosy with enough VBA knoeledge or contact somebody to do it for oyu.

    I hope this gives you some idea.
    Attached Files Attached Files

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